Matthew Turner is the Vice President and Branch Leader at Fidelity Investments. In his current role, he leads a team of advisors to support a broader client base. Prior to becoming Vice President, he served as Assistant Branch Leader from 2020 to 2022 and was the Field Training Director from 2018 to 2020, all within Fidelity Investments. His experience includes leadership and training roles aimed at enhancing advisor effectiveness and client service. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Lou Elliott is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Parcel Service from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Evan Kruse is a Financial Consultant with over three years of experience in the financial services industry. He supports clients as they navigate retirement, wealth planning, and important financial decisions by creating clarity and confidence. Throughout his career, Evan has held roles including Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, as well as an internship at Core Investments. Evan is focused on building meaningful relationships by understanding each client's goals and priorities. He collaborates with individuals and families to develop personalized strategies, education, and guidance aimed at empowering confident financial decisions. Outside of his professional work, Evan's personal interests include baseball, golf, family activities, and spending time with pets.

Cresta Clawson is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services and Thrivent Financial. Outside of her advisory role, she owns Cresta Wealth Partners, LLC, which provides ongoing investment advice and insurance services. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services, using firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.

Dayne Ferguson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm is registered as a commodity pool operator and serves multiple registered investment companies, offering both discretionary and non-discretionary advisory services.

Erland Porter is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds a Series 66 designation and previously worked at Stanley Black & Decker from 2013 to 2017. Outside of his advisory role, he serves as treasurer for New Wineskin Ministries, a church in Indianapolis, where he oversees financial statement preparation and budgeting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. Their approach includes holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Tyler Yoars is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he held various roles in companies including BMO, Door Dash, Uber Eats, and AT&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Matt Engerer is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and public entities, offering services such as financial planning, investment consulting, and municipal advisory.

Elyse Loeser is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and previously worked at RQM+ for five years before joining her current firm in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Courtney Lockwood is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Elijah Hedrick is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Wealth Services, Hedrick Wealth Management Group, Pathlock, and Argo Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with various program options and over $256 billion in assets under management.

Rene Wien is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. His prior work experience includes roles at Uber and Smokey Bones Bar and Fire Grill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jeffrey Evers is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include working at BMO Bank NA for six years and The UPS Store for sixteen years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Lafferty IV is a CFP® professional with 13 years of industry experience, currently affiliated with J.P. Morgan Securities. His career includes roles at J.P. Morgan Chase Bank and Charles Schwab, where he worked from 2013 until joining J.P. Morgan Securities in 2018. Outside of finance, he is a signer on a family-owned automotive business bank account but has no operational involvement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Bennett Van Schouwen is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Aflac, and academic positions at Indiana University Bloomington and its Economics Department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decisions.

Jim Wolf is a financial advisor with LPL Financial based in Fishers, Indiana. He holds the Series 63 and Series 66 designations and has 27 years of industry experience, including prior roles at Charles Schwab and CUNA Brokerage Services. Since 2014, he has also been involved with Elements Wealth Management as an investment representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad platform of financial solutions.

Corinne Komarnicki is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Gaylord Archival, Pall Corporation, and JAS Recruitment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Craig Scholtes is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Michael Johnson is a financial advisor at Thrivent Investment Management in Carmel, Indiana. He holds the Series 63 and Series 66 designations and has three years of industry experience. His background includes roles at CICOA Aging & In-Home Solutions, CliftonLarsonAllen LLP, and consulting work with Butler University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing system called WealthPlan.

Sean Dixon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and Morgan Stanley in various roles since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework in its investment recommendations.